Mergers & Acquisitions Advisory

Outsourced CFO Services for Australian Businesses

Access senior financial leadership without the cost of a full-time hire. We provide insight from a financial perspective, highlight areas for improvement, and safeguard the long-term economic wellbeing of your business, whether you need ongoing support or help navigating a specific challenge.

Strategic financial oversight: performance review, risk monitoring, and capital management ongoing.

Financial governance: governance frameworks, internal controls, and risk management processes established.

Board and stakeholder reporting: commercially focused financial reports prepared for boards and investors.

M&A and capital events: CFO-level support through acquisitions, fundraising, and pre-sale preparation.

In-house team building: internal financial function design and recruitment assisted as you grow.

Fully integrated advisory: legal, accounting, and finance broking specialists available within the same team.

CFO Expertise When Your Business Needs It

Most growing businesses need strategic financial leadership long before they can justify a full-time CFO. Our outsourced service provides senior oversight, risk management, and board-level insight on a flexible, cost-effective basis, acting as the financial vanguard your business deserves.

The Broader Advisory Group Behind Every Decision

Our CFO specialists operate within the broader Fortuna advisory group, meaning legal, accounting, HR, and financial planning expertise can be drawn on as each situation demands. You get the benefit of a complete advisory team behind your financial leadership, not just one perspective.

Making Complex Operations Simple for ASX-Listed Companies

Award-Winning Service. Values-Driven Team.

Our CFO specialists bring senior commercial and financial experience across a wide range of industries and business stages, providing the oversight and leadership growing businesses need.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest